Answer a few questions about your firm and get a complete, custom Standard Operating Procedure for your intake team — covering call flow, objection scripts, follow-up, CRM, and escalation.
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An intake SOP isn't a script — it's the operating system for your intake team. Without one, every rep makes independent decisions about how to open a call, handle a hesitant caller, log a contact, or decide when to escalate. The result is performance that varies by shift, by rep, and by mood.
The firms that consistently convert 30–40% of their leads have one thing in common: their intake process is documented, trained, and enforced. Not because they're rigid — but because consistency is what creates trust, and trust is what signs retainers.
This tool generates a starting SOP customized to your firm's practice area, team structure, and specific pain points. It's designed to be real and usable — not a generic checklist. Use it as a foundation, then build on it with real call reviews and training data over time.
Objection scripts and call flows are customized by practice area. A PI firm has different urgency drivers than an estate planning firm.
SOPs for solo practices look different than multi-rep operations. Escalation rules, CRM standards, and handoffs all adjust accordingly.
Copy the output, paste it into a Google Doc, and share it with your team. This is a working document, not a framework.
Every SOP gets extra depth in the areas your firm struggles with most — no-show reduction, objection handling, or follow-up cadence.